Valued Wealth Advisors’s Brighthouse Financial BHF Stock Holding History

Valued Wealth Advisors’s Portfolio BHF Stock Details BHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.85K	Buy	124 +112	+933%	+$6.97K	﹤0.01%	354
2026 Q1	$719	Hold	12	–	–	﹤0.01%	649
2025 Q4	$778	Hold	12	–	–	﹤0.01%	493
2025 Q3	$637	Hold	12	–	–	﹤0.01%	500
2025 Q2	$646	Buy	+12	New	+$675	﹤0.01%	495

Other funds holding BHF

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

SCS

Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return

CIEC

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

EPM

Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Valued Wealth Advisors's BHF Position: Q2 2026 in Review

Valued Wealth Advisors increased its Brighthouse Financial (BHF) stake by 933% in Q2 2026, buying an estimated $6.97K and bringing the position to 124 shares worth $7.85K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Valued Wealth Advisors first reported a position in BHF in Q2 2025 and has held it in 5 quarters since. 114 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

Valued Wealth Advisors held 124 shares of Brighthouse Financial worth $7.85K as of Q2 2026.
Valued Wealth Advisors bought 112 Brighthouse Financial shares in Q2 2026, an estimated $6.97K.
Brighthouse Financial made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #354 holding.
Valued Wealth Advisors first reported a position in Brighthouse Financial in Q2 2025 and has held it in 5 quarters since.
114 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.